Revenue

Mobile DRAM Revenue Surpassed Expectations in 3Q23 Thanks to Moderation of QoQ Price Decline and Increase in Bit Shipments

Global market intelligence firm TrendForce reports that the downswing of DRAM prices moderated significantly during 3Q23. At that same time, smartphone brands became...

Enterprise SSD Revenue Rose by 4.2% QoQ for 3Q23 Thanks to Signs of Recovery in Momentum of Incoming Orders

Global market intelligence firm TrendForce reports that the NAND Flash market passed its low point in 3Q23 and saw signs of impending recovery, which is expected to begin in 4Q23...

Foundry Market Bulletin_20231127

Samsung Foundry has been troubled by the deprived capacity utilization for its advanced nodes after the successive transferals of flagship orders by major clients such as Qualcomm and NVIDIA since 202...

NAND Flash Revenue Rose by 2.9% QoQ for 3Q23 as Suppliers’ Production Cuts Encouraged Buyers in Consumer Application Segments to Start Raising Procurement Volumes at End of Quarter

According to TrendForce’s latest research, the NAND Flash industry experienced a turning point in 3Q23. Initially, NAND Flash buyers maintained a cautious approach to inventory management...

DRAM Industry’s Revenue Rose by Nearly 20% QoQ for 3Q23 as Bottom-out of Prices Drove Buyers to Initiate Procurement Activities

According to TrendForce’s latest research, the total revenue of the DRAM industry for 3Q23 came to US$13.48 billion, marking a QoQ increase of 18.0%...

Thanks to AI Server Demand, Solutions for Data Centers Comprised over 80% of NVIDIA’s FY3Q24 Revenue, but There Are Concerns Regarding China Due to US Export Controls

TrendForce's latest research finds that the increasing demand from users of cloud services and enterprise clients for generative AI technologies and large language models (LLMs) has greatly accelerate...

Chinese Suppliers Shift Focus to 12-inch and IGBT amidst Decelerating Growth of Power Semiconductors

Power semiconductors are the core of energy conversion and circuit control in electronic devices, playing vital roles in power conversion, amplification, switching, circuit protection, and rectificati...

MLCC Market Update – 3Q23~4Q23

1. Overview of Global Macroeconomic Conditions in 3Q23 2. Market Shares of Top 10 MLCC Suppliers in 3Q23 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Quarterly Shi...

Quarterly TFT-LCD Industry Financial Result_Q3 2023

NAND Flash Market Bulletin_20231115

Module houses are more willing in proposing larger subsequent demand in response to the ongoing production cuts among suppliers...

DRAM Market Bulletin_20231115

Contract negotiations are still ongoing, with agreements being noticeably harder to reach in the server DRAM segment...

Foundry Market Bulletin_20231113

As TrendForce mentioned from its Foundry Market Bulletin on October 16th, TSMC has turned conservative in 3nm expansion for 2024 by merely enlarging to 90-100Kwspm that...

DRAM Market Bulletin_20231108

It is now the start of November, and contract negotiations are still ongoing. SK hynix is observed to have obtained higher transaction prices for DRAM products compared with the other major memory sup...

NAND Flash Market Bulletin_20231108

Negotiations for the 4Q23 contract prices of various products are almost concluded, except a stalemate between several suppliers and their corresponding clients...

DRAM Market Bulletin_20231101

As of the end of October, most contract negotiations have not been completed yet due to a lack of agreement on price between suppliers and their clients...